Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2025 年第 3 季到 2025 年第 4 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 4 檔
- 估計 +$1,287 萬
- 加碼
- 22 檔
- 估計 +$3,219 萬
- 減碼
- 53 檔
- 估計 −$4,393 萬
- 清倉
- 23 檔
- 估計 −$1,954 萬
總值從 $7.07 億變成 $6.94 億（−$1,391 萬 (−2.0%)），持股從 111 檔變成 92 檔（−19）。
2025 年第 4 季全部持倉2025 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 4 季，下面灰字是 2025 年第 3 季。兩季之間拆股的股票，2025 年第 3 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | 加碼歷史 | 256,949255,156 | +1,793+0.7% | $4,792 萬$4,761 萬 | +$33.4 萬 | 6.9%6.7% | +0.18 |
| MSFTMicrosoft Corp | 加碼歷史 | 87,45987,188 | +271+0.3% | $4,230 萬$4,516 萬 | +$13.1 萬 | 6.1%6.4% | −0.28 |
| ECLEcolab Inc. | 減碼歷史 | 150,020156,302 | −6,282−4.0% | $3,938 萬$4,280 萬 | −$164.9 萬 | 5.7%6.1% | −0.37 |
| ACNAccenture plc | 減碼歷史 | 115,338121,629 | −6,291−5.2% | $3,095 萬$2,999 萬 | −$168.8 萬 | 4.5%4.2% | +0.22 |
| FSLRFirst Solar, Inc. | 減碼歷史 | 105,758132,536 | −26,778−20.2% | $2,763 萬$2,923 萬 | −$699.5 萬 | 4.0%4.1% | −0.15 |
| XYLXylem Inc. | 加碼歷史 | 152,226152,210 | +160.0% | $2,073 萬$2,245 萬 | +$2,178.88 | 3.0%3.2% | −0.18 |
| LLYEli Lilly & Co | 減碼歷史 | 18,94422,128 | −3,184−14.4% | $2,036 萬$1,688 萬 | −$342.2 萬 | 2.9%2.4% | +0.55 |
| TRMBTrimble Inc. | 加碼歷史 | 244,717228,263 | +16,454+7.2% | $1,917 萬$1,864 萬 | +$128.9 萬 | 2.8%2.6% | +0.13 |
| WMWaste Management Inc | 減碼歷史 | 81,97185,209 | −3,238−3.8% | $1,801 萬$1,882 萬 | −$71.1 萬 | 2.6%2.7% | −0.06 |
| VVisa Inc. | 減碼歷史 | 50,61952,167 | −1,548−3.0% | $1,775 萬$1,781 萬 | −$54.3 萬 | 2.6%2.5% | +0.04 |
| AXPAmerican Express Co | 減碼歷史 | 47,46850,012 | −2,544−5.1% | $1,756 萬$1,661 萬 | −$94.1 萬 | 2.5%2.3% | +0.18 |
| AWKAmerican Water Works Company, Inc. | 加碼歷史 | 124,136118,327 | +5,809+4.9% | $1,620 萬$1,647 萬 | +$75.8 萬 | 2.3%2.3% | +0.01 |
| CDNSCadence Design Systems Inc | 加碼歷史 | 43,29140,291 | +3,000+7.4% | $1,353 萬$1,415 萬 | +$93.8 萬 | 2.0%2.0% | −0.05 |
| EBAYeBay Inc | 加碼歷史 | 136,383131,328 | +5,055+3.8% | $1,188 萬$1,194 萬 | +$44.0 萬 | 1.7%1.7% | +0.02 |
| ITRIItron, Inc. | 加碼歷史 | 122,89239,854 | +83,038+208.4% | $1,141 萬$496.4 萬 | +$771.1 萬 | 1.6%0.7% | +0.94 |
| BSYBentley Systems Inc | 加碼歷史 | 288,530271,684 | +16,846+6.2% | $1,101 萬$1,399 萬 | +$64.3 萬 | 1.6%2.0% | −0.39 |
| CLColgate Palmolive Co | 減碼歷史 | 137,998142,187 | −4,189−2.9% | $1,090 萬$1,137 萬 | −$33.1 萬 | 1.6%1.6% | −0.03 |
| ZTSZoetis Inc. | 加碼歷史 | 80,55276,056 | +4,496+5.9% | $1,014 萬$1,113 萬 | +$56.6 萬 | 1.5%1.6% | −0.11 |
| SYKStryker Corp | 減碼歷史 | 28,61728,980 | −363−1.3% | $1,006 萬$1,071 萬 | −$12.8 萬 | 1.5%1.5% | −0.06 |
| ENSEnerSys | 不變歷史 | 67,98167,981 | 00.0% | $997.6 萬$767.9 萬 | $0 | 1.4%1.1% | +0.35 |
| PGProcter & Gamble Co | 減碼歷史 | 68,76769,026 | −259−0.4% | $985.5 萬$1,061 萬 | −$3.71 萬 | 1.4%1.5% | −0.08 |
| ISRGIntuitive Surgical Inc | 減碼歷史 | 17,37517,457 | −82−0.5% | $984.1 萬$780.7 萬 | −$4.64 萬 | 1.4%1.1% | +0.32 |
| LINLinde PLC | 加碼歷史 | 22,99420,206 | +2,788+13.8% | $980.4 萬$959.8 萬 | +$118.9 萬 | 1.4%1.4% | +0.06 |
| EMREmerson Electric Co | 不變歷史 | 71,05171,051 | 00.0% | $943.0 萬$932.0 萬 | $0 | 1.4%1.3% | +0.04 |
| UNPUnion Pacific Corp | 加碼歷史 | 40,46734,708 | +5,759+16.6% | $936.1 萬$820.4 萬 | +$133.2 萬 | 1.3%1.2% | +0.19 |
| IEXIdex Corp | 減碼歷史 | 51,44852,948 | −1,500−2.8% | $915.5 萬$861.8 萬 | −$26.7 萬 | 1.3%1.2% | +0.10 |
| TTEKTetra Tech Inc | 加碼歷史 | 269,697165,280 | +104,417+63.2% | $904.6 萬$551.7 萬 | +$350.2 萬 | 1.3%0.8% | +0.52 |
| BMIBadger Meter Inc | 減碼歷史 | 48,84049,171 | −331−0.7% | $851.8 萬$878.1 萬 | −$5.77 萬 | 1.2%1.2% | −0.01 |
| FLEXFlex Ltd. | 減碼歷史 | 125,441132,141 | −6,700−5.1% | $757.9 萬$766.0 萬 | −$40.5 萬 | 1.1%1.1% | +0.01 |
| PNRPENTAIR plc | 減碼歷史 | 72,18177,235 | −5,054−6.5% | $751.7 萬$855.5 萬 | −$52.6 萬 | 1.1%1.2% | −0.13 |
| GMGeneral Motors Co | 減碼歷史 | 91,134107,565 | −16,431−15.3% | $741.1 萬$655.8 萬 | −$133.6 萬 | 1.1%0.9% | +0.14 |
| RUNSunrun Inc. | 減碼歷史 | 390,143510,197 | −120,054−23.5% | $717.9 萬$882.1 萬 | −$220.9 萬 | 1.0%1.2% | −0.21 |
| PANWPalo Alto Networks Inc | 減碼歷史 | 38,49339,935 | −1,442−3.6% | $709.0 萬$813.2 萬 | −$26.6 萬 | 1.0%1.1% | −0.13 |
| TJXTJX Companies Inc | 減碼歷史 | 44,62062,449 | −17,829−28.5% | $685.4 萬$902.6 萬 | −$273.9 萬 | 1.0%1.3% | −0.29 |
| AVYAvery Dennison Corp | 減碼歷史 | 36,53337,522 | −989−2.6% | $664.5 萬$608.5 萬 | −$18.0 萬 | 1.0%0.9% | +0.10 |
| KEYSKeysight Technologies, Inc. | 加碼歷史 | 31,7089,820 | +21,888+222.9% | $644.3 萬$171.8 萬 | +$444.7 萬 | 0.9%0.2% | +0.69 |
| GDDYGoDaddy Inc. | 加碼歷史 | 51,35824,511 | +26,847+109.5% | $637.3 萬$335.4 萬 | +$333.1 萬 | 0.9%0.5% | +0.44 |
| IFFInternational Flavors & Fragrances Inc | 不變歷史 | 93,29593,295 | 00.0% | $628.7 萬$574.1 萬 | $0 | 0.9%0.8% | +0.09 |
| CRMSalesforce, Inc. | 減碼歷史 | 23,63123,814 | −183−0.8% | $626.0 萬$564.4 萬 | −$4.85 萬 | 0.9%0.8% | +0.10 |
| NOWServiceNow, Inc. | 加碼依 5 比 1 拆股換算歷史 | 38,90432,275 | +6,629+20.5% | $596.0 萬$594.0 萬 | +$101.5 萬 | 0.9%0.8% | +0.02 |
| PLPlanet Labs PBC | 減碼歷史 | 302,140320,462 | −18,322−5.7% | $595.8 萬$416.0 萬 | −$36.1 萬 | 0.9%0.6% | +0.27 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 10,18919,968 | −9,779−49.0% | $590.4 萬$968.5 萬 | −$566.6 萬 | 0.9%1.4% | −0.52 |
| PWRQuanta Services, Inc. | 減碼歷史 | 13,74314,964 | −1,221−8.2% | $580.0 萬$620.1 萬 | −$51.5 萬 | 0.8%0.9% | −0.04 |
| ELEstee Lauder Companies Inc | 不變歷史 | 53,28953,289 | 00.0% | $558.0 萬$469.6 萬 | $0 | 0.8%0.7% | +0.14 |
| LFUSLittelfuse Inc | 新進歷史 | 21,7330 | +21,733 | $549.7 萬$0 | +$549.7 萬 | 0.8%0.0% | +0.79 |
| SFMSprouts Farmers Market, Inc. | 加碼歷史 | 68,43963,256 | +5,183+8.2% | $545.3 萬$688.2 萬 | +$41.3 萬 | 0.8%1.0% | −0.19 |
| WDAYWorkday, Inc. | 不變歷史 | 24,10424,104 | 00.0% | $517.7 萬$580.3 萬 | $0 | 0.7%0.8% | −0.07 |
| VRTVertiv Holdings Co | 減碼歷史 | 30,82532,216 | −1,391−4.3% | $499.4 萬$486.0 萬 | −$22.5 萬 | 0.7%0.7% | +0.03 |
| ROPRoper Technologies Inc | 減碼歷史 | 10,36710,633 | −266−2.5% | $461.5 萬$530.3 萬 | −$11.8 萬 | 0.7%0.7% | −0.08 |
| MAMastercard Inc | 減碼歷史 | 7,9778,925 | −948−10.6% | $455.4 萬$507.7 萬 | −$54.1 萬 | 0.7%0.7% | −0.06 |
| DHRDanaher Corp | 減碼歷史 | 19,57420,049 | −475−2.4% | $448.1 萬$397.5 萬 | −$10.9 萬 | 0.6%0.6% | +0.08 |
| Cyberark Software LtdM2682V108 | 不變– | 9,9829,982 | 00.0% | $445.3 萬$482.3 萬 | $0 | 0.6%0.7% | −0.04 |
| AVGOBroadcom Inc. | 新進歷史 | 12,7060 | +12,706 | $439.8 萬$0 | +$439.8 萬 | 0.6%0.0% | +0.63 |
| MTDMettler Toledo International Inc | 減碼歷史 | 2,9702,997 | −27−0.9% | $414.1 萬$367.9 萬 | −$3.76 萬 | 0.6%0.5% | +0.08 |
| LULUlululemon athletica inc. | 加碼歷史 | 19,88415,827 | +4,057+25.6% | $413.2 萬$281.6 萬 | +$84.3 萬 | 0.6%0.4% | +0.20 |
| VLTOVeralto Corp | 減碼歷史 | 40,50244,286 | −3,784−8.5% | $404.1 萬$472.1 萬 | −$37.8 萬 | 0.6%0.7% | −0.08 |
| WTSWatts Water Technologies Inc | 減碼歷史 | 14,57117,089 | −2,518−14.7% | $402.2 萬$477.3 萬 | −$69.5 萬 | 0.6%0.7% | −0.09 |
| TTTrane Technologies plc | 減碼歷史 | 10,16410,523 | −359−3.4% | $395.6 萬$444.0 萬 | −$14.0 萬 | 0.6%0.6% | −0.06 |
| PTCPTC Inc. | 加碼歷史 | 22,02216,022 | +6,000+37.4% | $383.6 萬$325.3 萬 | +$104.5 萬 | 0.6%0.5% | +0.09 |
| BFAMBright Horizons Family Solutions Inc. | 減碼歷史 | 36,24541,728 | −5,483−13.1% | $367.5 萬$453.0 萬 | −$55.6 萬 | 0.5%0.6% | −0.11 |
| WYWeyerhaeuser Co | 不變歷史 | 148,874148,874 | 00.0% | $352.7 萬$369.1 萬 | $0 | 0.5%0.5% | −0.01 |
| HUBBHubbell Inc | 加碼歷史 | 6,9026,202 | +700+11.3% | $306.5 萬$266.9 萬 | +$31.1 萬 | 0.4%0.4% | +0.06 |
| MPMP Materials Corp. | 減碼歷史 | 54,70962,968 | −8,259−13.1% | $276.4 萬$422.3 萬 | −$41.7 萬 | 0.4%0.6% | −0.20 |
| BEPCBrookfield Renewable Corp | 不變歷史 | 70,54170,541 | 00.0% | $270.5 萬$242.8 萬 | $0 | 0.4%0.3% | +0.05 |
| CCKCrown Holdings, Inc. | 加碼歷史 | 20,9553,288 | +17,667+537.3% | $215.8 萬$31.8 萬 | +$181.9 萬 | 0.3%<0.1% | +0.27 |
| MPWRMonolithic Power Systems, Inc. | 減碼歷史 | 2,0463,055 | −1,009−33.0% | $185.4 萬$281.3 萬 | −$91.5 萬 | 0.3%0.4% | −0.13 |
| ZDZiff Davis, Inc. | 新進歷史 | 51,1290 | +51,129 | $179.7 萬$0 | +$179.7 萬 | 0.3%0.0% | +0.26 |
| BSXBoston Scientific Corp | 減碼歷史 | 18,27620,194 | −1,918−9.5% | $174.3 萬$197.2 萬 | −$18.3 萬 | 0.3%0.3% | −0.03 |
| EXPOExponent Inc | 減碼歷史 | 24,16626,245 | −2,079−7.9% | $167.9 萬$182.4 萬 | −$14.4 萬 | 0.2%0.3% | −0.02 |
| VITLVital Farms, Inc. | 減碼歷史 | 48,97554,111 | −5,136−9.5% | $156.4 萬$222.7 萬 | −$16.4 萬 | 0.2%0.3% | −0.09 |
| WMSAdvanced Drainage Systems, Inc. | 減碼歷史 | 9,7289,752 | −24−0.2% | $140.9 萬$135.3 萬 | −$3,475.92 | 0.2%0.2% | +0.01 |
| ORCLOracle Corp | 新進歷史 | 6,0470 | +6,047 | $117.9 萬$0 | +$117.9 萬 | 0.2%0.0% | +0.17 |
| TREXTrex Co Inc | 減碼歷史 | 32,79738,116 | −5,319−14.0% | $115.1 萬$196.9 萬 | −$18.7 萬 | 0.2%0.3% | −0.11 |
| EMBCEmbecta Corp. | 減碼歷史 | 93,233103,010 | −9,777−9.5% | $110.8 萬$145.3 萬 | −$11.6 萬 | 0.2%0.2% | −0.05 |
| ARRYArray Technologies, Inc. | 減碼歷史 | 109,624114,236 | −4,612−4.0% | $101.1 萬$93.1 萬 | −$4.25 萬 | 0.1%0.1% | +0.01 |
| APTVAptiv PLC | 不變歷史 | 12,41812,418 | 00.0% | $94.5 萬$107.1 萬 | $0 | 0.1%0.2% | −0.02 |
| GPKGraphic Packaging Holding Co | 減碼歷史 | 60,422269,737 | −209,315−77.6% | $91.0 萬$527.9 萬 | −$315.2 萬 | 0.1%0.7% | −0.61 |
| AGCOAGCO Corp | 減碼歷史 | 6,1179,787 | −3,670−37.5% | $63.8 萬$104.8 萬 | −$38.3 萬 | 0.1%0.1% | −0.06 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 不變歷史 | 1,6421,642 | 00.0% | $49.9 萬$45.9 萬 | $0 | 0.1%0.1% | +0.01 |
| VZVerizon Communications Inc | 減碼歷史 | 11,29868,534 | −57,236−83.5% | $46.0 萬$301.2 萬 | −$233.1 萬 | 0.1%0.4% | −0.36 |
| GILDGilead Sciences, Inc. | 減碼歷史 | 3,7244,035 | −311−7.7% | $45.7 萬$44.8 萬 | −$3.82 萬 | 0.1%0.1% | 0.00 |
| NFLXNetflix Inc | 減碼依 10 比 1 拆股換算歷史 | 4,75311,710 | −6,957−59.4% | $44.6 萬$140.4 萬 | −$65.2 萬 | 0.1%0.2% | −0.13 |
| NEENextera Energy Inc | 加碼歷史 | 5,0473,481 | +1,566+45.0% | $40.5 萬$26.3 萬 | +$12.6 萬 | 0.1%<0.1% | +0.02 |
| HPEHewlett Packard Enterprise Co | 減碼歷史 | 13,57326,459 | −12,886−48.7% | $32.6 萬$65.0 萬 | −$31.0 萬 | <0.1%0.1% | −0.04 |
| ALVAutoliv Inc | 減碼歷史 | 2,6982,924 | −226−7.7% | $32.0 萬$36.1 萬 | −$2.68 萬 | <0.1%0.1% | 0.00 |
| BNYBank of New York Mellon Corp | 減碼歷史 | 2,4602,522 | −62−2.5% | $28.6 萬$27.5 萬 | −$7,197.57 | <0.1%<0.1% | 0.00 |
| MWAMueller Water Products, Inc. | 減碼歷史 | 11,62839,335 | −27,707−70.4% | $27.7 萬$100.4 萬 | −$66.0 萬 | <0.1%0.1% | −0.10 |
| ADBEAdobe Inc. | 減碼歷史 | 7821,695 | −913−53.9% | $27.4 萬$59.8 萬 | −$32.0 萬 | <0.1%0.1% | −0.05 |
| EWEdwards Lifesciences Corp | 減碼歷史 | 2,8382,909 | −71−2.4% | $24.2 萬$22.6 萬 | −$6,052.74 | <0.1%<0.1% | 0.00 |
| SHOPShopify Inc. | 不變歷史 | 407407 | 00.0% | $6.55 萬$6.05 萬 | $0 | <0.1%<0.1% | 0.00 |
| YETIYETI Holdings, Inc. | 不變歷史 | 1,4751,475 | 00.0% | $6.52 萬$4.89 萬 | $0 | <0.1%<0.1% | 0.00 |
| LKQLKQ Corp | 不變歷史 | 1,7941,794 | 00.0% | $5.42 萬$5.48 萬 | $0 | <0.1%<0.1% | 0.00 |
| TPCTutor Perini Corp | 清倉歷史 | 044,544 | −44,544−100.0% | $0$292.2 萬 | −$292.2 萬 | 0.0%0.4% | −0.41 |
| NXTNextpower Inc. | 清倉歷史 | 032,196 | −32,196−100.0% | $0$238.2 萬 | −$238.2 萬 | 0.0%0.3% | −0.34 |
| PINSPinterest, Inc. | 清倉歷史 | 056,145 | −56,145−100.0% | $0$180.6 萬 | −$180.6 萬 | 0.0%0.3% | −0.26 |
| ABTAbbott Laboratories | 清倉歷史 | 012,671 | −12,671−100.0% | $0$169.7 萬 | −$169.7 萬 | 0.0%0.2% | −0.24 |
| ONOn Semiconductor Corp | 清倉歷史 | 030,192 | −30,192−100.0% | $0$148.9 萬 | −$148.9 萬 | 0.0%0.2% | −0.21 |
| ROKRockwell Automation, Inc | 清倉歷史 | 03,969 | −3,969−100.0% | $0$138.7 萬 | −$138.7 萬 | 0.0%0.2% | −0.20 |
| CMGChipotle Mexican Grill Inc | 清倉歷史 | 029,138 | −29,138−100.0% | $0$114.2 萬 | −$114.2 萬 | 0.0%0.2% | −0.16 |
| ZWSZurn Elkay Water Solutions Corp | 清倉歷史 | 016,826 | −16,826−100.0% | $0$79.1 萬 | −$79.1 萬 | 0.0%0.1% | −0.11 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。